Guided by advice from the White Rabbit in Alice in Wonderland, CIO Anne Mette de Place Filippini takes us down memory lane at the 25th anniversary of the Burgundy Forum. Reflecting on the past quarter century’s lessons, she reminds us that markets are not rational, imagination often sparks speculation, and valuations matter.
KEY POINTS
- 08:24: Sticking to a selling discipline can help avoid market minefields.
- 12:42: Knowing when to do something and when to stand there.
- 13:19: Adhering to a solid framework helps avoid getting caught in speculation.
- 13:51: Staying disciplined doesn’t always mean standing still.
- 15:51: Understanding that valuations matter.
For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited for clarity.
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